Purchases and Sales Made in Q2 2025 in Ishares Barclays 0 5 Year Tips (STIP)
This table provides information about the institutional ownership of Ishares Barclays 0 5 Year Tips (STIP) during Q2 2025. The information is specifically focused on institutions that hold shares of ISHARES BARCLAYS 0-5 YEAR TIPS.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-906- 5.97% |
$92.4K - $93.8K
|
14.3K
$1.47M
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
SELL
|
- |
-1.06K- 5.42% |
$108K - $110K
|
18.5K
$1.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.11K- 28.29% |
$113K - $114K
|
2.8K
$288K
|
|
|
Jul 10, 2025
Q2 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-1.19K- 13.54% |
$121K - $123K
|
7.58K
$779K
|
|
|
Jul 16, 2025
Q2 2025
|
Prairiewood Capital, LLC
|
SELL
|
- |
-1.25K- 25.79% |
$127K - $129K
|
3.58K
$368K
|
|
|
Jul 17, 2025
Q2 2025
|
Life Guide Financial Advisors, LLC
|
SELL
|
- |
-1.43K- 6.36% |
$146K - $148K
|
21.1K
$2.16M
|
|
|
Jul 08, 2025
Q2 2025
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-1.44K- 14.29% |
$147K - $149K
|
8.64K
$889K
|
|
|
Jul 15, 2025
Q2 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-1.5K- 0.82% |
$153K - $155K
|
182K
$18.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-1.61K- 18.76% |
$165K - $167K
|
6.98K
$718K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.65K- 24.17% |
$168K - $170K
|
5.17K
$531K
|
|
|
Jul 25, 2025
Q2 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-1.99K- 37.91% |
$203K - $206K
|
3.26K
$335K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-2.73K- 14.56% |
$278K - $282K
|
16K
$1.64M
|
|
|
Jul 21, 2025
Q2 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
SELL
|
- |
-3.16K- 93.65% |
$322K - $327K
|
214
$22K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
SELL
|
- |
-4.29K- 8.95% |
$438K - $444K
|
43.7K
$4.49M
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-4.47K- 10.29% |
$456K - $462K
|
38.9K
$4M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-5.11K- 3.87% |
$522K - $529K
|
127K
$13.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Evexia Wealth LLC
Stevens Point, WI |
SELL
|
- |
-5.88K- 32.18% |
$600K - $609K
|
12.4K
$1.27M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-5.99K- 29.24% |
$611K - $620K
|
14.5K
$1.49M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-7.05K- 35.72% |
$720K - $730K
|
12.7K
$1.31M
|
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-7.06K- 8.9% |
$720K - $730K
|
72.3K
$7.43M
|
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-7.45K- 1.87% |
$760K - $771K
|
391K
$40.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-9K- 16.82% |
$918K - $932K
|
44.5K
$4.58M
|
|
|
Jul 17, 2025
Q2 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-11K- 18.53% |
$1.12M - $1.14M
|
48.3K
$4.97M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-12.5K- 5.16% |
$1.28M - $1.29M
|
230K
$23.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Jsf Financial, LLC
|
SELL
|
- |
-14.6K- 6.34% |
$1.49M - $1.52M
|
216K
$22.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-15.1K- 13.35% |
$1.54M - $1.56M
|
97.8K
$10.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-16.8K- 8.82% |
$1.72M - $1.74M
|
174K
$17.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-20.7K- 38.11% |
$2.11M - $2.15M
|
33.7K
$3.46M
|